See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,510 | $109,881-85.0% | $150,045-89.0% | $84,808-80.5% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 39.71% | 28.25%+11.5pp | 62.55%-22.8pp | 40.90%-1.2pp |
| Employer contribution / active EE | $1,936 | $3,561-45.6% | $4,693-58.7% | $2,631-26.4% |
| Participant deferral / active EE | $4,260 | $6,636-35.8% | $7,997-46.7% | $4,212+1.1% |
| Admin fee / account holder | $86 | $8,568-99.0% | $13,435-99.4% | $7,344-98.8% |